Caterpillar Inc
CAT- 交易所
- NYSE
- 產業
- Construction Machinery & Equip
- SEC CIK
- 0000018230
近 90 天，Caterpillar Inc 內部人申報 0 筆公開市場買進、1 筆賣出；2026 年第 2 季末有 4,070 家機構在 13F 申報持有，市值合計 $3,511 億；蓋茲基金會信託、馬克爾集團等 5 位大師持有。
2021 年第 3 季 13F 持有人
Caterpillar Inc 在 2021/9/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 1,943
- 較 2021 年第 2 季 −52 家
- 持有股數
- 3.70 億
- 較 2021 年第 2 季 −644.8 萬 (−1.7%)
- 總市值
- $710.9 億
- 較 2021 年第 2 季 −$108.2 億 (−13.2%)
- 新進機構
- 99
- 另有 824 家加碼
- 清倉機構
- 151
- 另有 692 家減碼
另有 33 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 CAT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,070 | $3,511 億 |
| 2026 年第 1 季 | 3,773 | $2,320 億 |
| 2025 年第 4 季 | 3,543 | $1,887 億 |
| 2025 年第 3 季 | 3,151 | $1,590 億 |
| 2025 年第 2 季 | 3,023 | $1,280 億 |
| 2025 年第 1 季 | 2,903 | $1,090 億 |
| 2024 年第 4 季 | 3,010 | $1,234 億 |
| 2024 年第 3 季 | 2,838 | $1,336 億 |
| 2024 年第 2 季 | 2,713 | $1,145 億 |
| 2024 年第 1 季 | 2,714 | $1,276 億 |
| 2023 年第 4 季 | 2,583 | $1,046 億 |
| 2023 年第 3 季 | 2,409 | $973.3 億 |
| 2023 年第 2 季 | 2,329 | $880.0 億 |
| 2023 年第 1 季 | 2,284 | $826.2 億 |
| 2022 年第 4 季 | 2,287 | $871.4 億 |
| 2022 年第 3 季 | 1,992 | $592.3 億 |
| 2022 年第 2 季 | 2,077 | $655.9 億 |
| 2022 年第 1 季 | 2,176 | $819.9 億 |
| 2021 年第 4 季 | 2,161 | $748.9 億 |
| 2021 年第 3 季 | 1,943 | $710.9 億 |
| 2021 年第 2 季 | 2,028 | $820.3 億 |
| 2021 年第 1 季 | 2,015 | $879.7 億 |
2021 年第 3 季持有機構
每家機構持有 Caterpillar Inc 的股數、市值與佔組合比重；股數變化跟 2021 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Princeton Global Asset Management LLC | 1,735 | $33.3 萬 | 0.10% | −400−18.7% | 減碼 |
| Tobam | 1,735 | $33.3 萬 | 0.01% | 00.0% | 不變 |
| Stokes Family Office, LLC | 1,736 | $33.3 萬 | 0.05% | −1−0.1% | 減碼 |
| Clarus Wealth Advisors | 1,712 | $33.0 萬 | 0.20% | −718−29.5% | 減碼 |
| Pinnacle Wealth Management Advisory Group, LLC | 1,714 | $32.9 萬 | 0.08% | 00.0% | 不變 |
| Hutchinson Capital Management | 1,708 | $32.8 萬 | 0.08% | 00.0% | 不變 |
| BigSur Wealth Management LLC | 1,710 | $32.8 萬 | 0.15% | 00.0% | 不變 |
| Home Federal Bank of Tennessee | 1,709 | $32.8 萬 | 0.12% | 00.0% | 不變 |
| Grove Bank & Trust | 1,701 | $32.7 萬 | 0.07% | −75−4.2% | 減碼 |
| Valley National Advisers Inc | 1,702 | $32.7 萬 | 0.06% | 00.0% | 不變 |
| American Research & Management Co. | 1,700 | $32.6 萬 | 0.08% | 00.0% | 不變 |
| Trinity Financial Advisors LLC | 1,700 | $32.6 萬 | 0.22% | 00.0% | 不變 |
| Bender Robert & Associates | 1,697 | $32.6 萬 | 0.09% | 00.0% | 不變 |
| Schulhoff & Co Inc | 1,700 | $32.6 萬 | 0.15% | 00.0% | 不變 |
| Lafayette Investments, Inc. | 1,700 | $32.6 萬 | 0.09% | +100+6.3% | 加碼 |
| Brightworth | 1,698 | $32.6 萬 | 0.03% | +114+7.2% | 加碼 |
| TruWealth Advisors, LLC | 1,690 | $32.4 萬 | 0.04% | −218−11.4% | 減碼 |
| Camden Capital, LLC | 1,679 | $32.3 萬 | 0.06% | −75−4.3% | 減碼 |
| Addison Capital Co | 1,678 | $32.2 萬 | 0.15% | 00.0% | 不變 |
| RMR Wealth Builders | 1,676 | $32.2 萬 | 0.09% | +2+0.1% | 加碼 |
| Plancorp, LLC | 1,679 | $32.2 萬 | 0.02% | +151+9.9% | 加碼 |
| WealthTrust Axiom LLC | 1,674 | $32.1 萬 | 0.11% | +1+0.1% | 加碼 |
| Highland Private Wealth Management | 1,672 | $32.1 萬 | 0.05% | +55+3.4% | 加碼 |
| Sunburst Financial Group, LLC | 1,662 | $31.9 萬 | 0.20% | 00.0% | 不變 |
| Ledyard National Bank | 1,655 | $31.8 萬 | 0.03% | +58+3.6% | 加碼 |
| Castle Rock Wealth Management, LLC | 1,484 | $31.8 萬 | 0.11% | −38−2.5% | 減碼 |
| Northwest Bancshares, Inc. | 1,656 | $31.8 萬 | 0.07% | +194+13.3% | 加碼 |
| Wendell David Associates Inc | 1,653 | $31.7 萬 | 0.04% | 00.0% | 不變 |
| Hamel Associates, Inc. | 1,650 | $31.7 萬 | 0.12% | 00.0% | 不變 |
| Landmark Financial Advisors, LLC | 1,367 | $31.7 萬 | 0.17% | +19+1.4% | 加碼 |
| Lyell Wealth Management, LP | 1,648 | $31.6 萬 | 0.04% | 00.0% | 不變 |
| Smith Chas P & Associates Pa Cpas | 1,647 | $31.6 萬 | 0.02% | 00.0% | 不變 |
| Prestige Wealth Management Group LLC | 1,639 | $31.5 萬 | 0.08% | +159+10.7% | 加碼 |
| Modera Wealth Management, LLC | 1,639 | $31.5 萬 | 0.02% | +520+46.5% | 加碼 |
| Integrated Investment Consultants, LLC | 1,637 | $31.4 萬 | 0.09% | −17−1.0% | 減碼 |
| Minot Wealth Management LLC | 1,636 | $31.4 萬 | 0.07% | 00.0% | 不變 |
| Golden Green, Inc. | 1,629 | $31.3 萬 | 0.24% | −417−20.4% | 減碼 |
| Titus Wealth Management | 1,625 | $31.2 萬 | 0.16% | +125+8.3% | 加碼 |
| Benedict Financial Advisors Inc | 1,625 | $31.2 萬 | 0.09% | +414+34.2% | 加碼 |
| YHB Investment Advisors, Inc. | 1,615 | $31.0 萬 | 0.03% | −118−6.8% | 減碼 |
| GYL Financial Synergies, LLC | 1,617 | $31.0 萬 | 0.16% | +1+0.1% | 加碼 |
| Beddow Capital Management Inc | 1,615 | $31.0 萬 | 0.19% | +375+30.2% | 加碼 |
| Chicago Partners Investment Group LLC | 1,486 | $31.0 萬 | 0.02% | +253+20.5% | 加碼 |
| Vishria Bird Financial Group, LLC | 1,606 | $30.8 萬 | 0.16% | 00.0% | 不變 |
| Signet Investment Advisory Group, Inc. | 1,600 | $30.7 萬 | 0.19% | −50−3.0% | 減碼 |
| Weybosset Research & Management LLC | 1,600 | $30.7 萬 | 0.12% | 00.0% | 不變 |
| IMS Capital Management | 1,600 | $30.7 萬 | 0.18% | 00.0% | 不變 |
| WESCAP Management Group, Inc. | 1,600 | $30.7 萬 | 0.09% | 00.0% | 不變 |
| Wealth Quarterback LLC | 1,597 | $30.7 萬 | 0.20% | +7+0.4% | 加碼 |
| StrategIQ Financial Group, LLC | 1,597 | $30.7 萬 | 0.06% | +12+0.8% | 加碼 |
| Contravisory Investment Management, Inc. | 1,598 | $30.7 萬 | 0.09% | +75+4.9% | 加碼 |
| Kings Point Capital Management | 1,598 | $30.7 萬 | 0.03% | +100+6.7% | 加碼 |
| Polaris Wealth Advisory Group, LLC | 1,563 | $30.6 萬 | 0.02% | −65,338−97.7% | 減碼 |
| WealthBridge Capital Management, LLC | 1,595 | $30.6 萬 | 0.11% | +1,595 | 新進 |
| XR Securities LLC | 1,584 | $30.4 萬 | 0.28% | +1,584 | 新進 |
| Regent Peak Wealth Advisors LLC | 1,577 | $30.3 萬 | 0.09% | −7−0.4% | 減碼 |
| Mirova | 1,579 | $30.3 萬 | 0.04% | +140+9.7% | 加碼 |
| Sanders Morris Harris LLC | 1,575 | $30.2 萬 | 0.05% | −35−2.2% | 減碼 |
| Landsberg, Bennett, & Dubbaneh LLC | 1,556 | $30.2 萬 | 0.04% | +11+0.7% | 加碼 |
| Summit X, LLC | 1,577 | $30.2 萬 | 0.08% | +65+4.3% | 加碼 |
| Sanford Advisory Services, LLC | 1,569 | $30.1 萬 | 0.08% | 00.0% | 不變 |
| Sanchez Wealth Management Group | 1,562 | $30.0 萬 | 0.13% | +9+0.6% | 加碼 |
| Capital Advisors Inc | 1,563 | $30.0 萬 | 0.01% | +41+2.7% | 加碼 |
| Doyle Wealth Management | 1,565 | $30.0 萬 | 0.02% | +300+23.7% | 加碼 |
| Jag Capital Management, LLC | 1,558 | $29.9 萬 | 0.02% | −448−22.3% | 減碼 |
| BBR Partners, LLC | 1,557 | $29.9 萬 | 0.02% | −340−17.9% | 減碼 |
| Selective Wealth Management, Inc. | 1,550 | $29.8 萬 | 0.16% | +200+14.8% | 加碼 |
| Altus Wealth Group LLC | 1,552 | $29.8 萬 | 0.30% | +1,552 | 新進 |
| Financial Partners Group, Inc | 1,536 | $29.5 萬 | 0.07% | +140+10.0% | 加碼 |
| Meridian Financial Partners LLC | 1,560 | $29.5 萬 | 0.20% | +1,560 | 新進 |
| SFMG, LLC | 1,529 | $29.4 萬 | 0.03% | −32−2.0% | 減碼 |
| Affinity Capital Advisors, LLC | 1,531 | $29.4 萬 | 0.10% | +2+0.1% | 加碼 |
| Sugarloaf Wealth Management, LLC | 1,526 | $29.3 萬 | 0.08% | +1+0.1% | 加碼 |
| WNY Asset Management, LLC | 1,511 | $29.1 萬 | 0.10% | +111+7.9% | 加碼 |
| ZWJ Investment Counsel Inc | 1,510 | $29.0 萬 | 0.02% | 00.0% | 不變 |
| LifeSteps Financial, Inc. | 1,512 | $29.0 萬 | 0.22% | 00.0% | 不變 |
| Cliftonlarsonallen Wealth Advisors, LLC | 1,510 | $29.0 萬 | 0.01% | +250+19.8% | 加碼 |
| Continuum Advisory, LLC | 1,507 | $28.9 萬 | 0.08% | +10+0.7% | 加碼 |
| Westwood Management Corp | 1,500 | $28.8 萬 | 0.02% | −18,800−92.6% | 減碼 |
| Camden National Bank | 1,500 | $28.8 萬 | 0.06% | −81−5.1% | 減碼 |
| Rbo & Co LLC | 1,500 | $28.8 萬 | 0.05% | 00.0% | 不變 |
| Chickasaw Capital Management LLC | 1,500 | $28.8 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Advisory, LLC | 1,494 | $28.7 萬 | 0.05% | +4+0.3% | 加碼 |
| Smith Shellnut Wilson LLC | 1,497 | $28.7 萬 | 0.17% | +226+17.8% | 加碼 |
| Pure Financial Advisors, Inc. | 1,488 | $28.6 萬 | 0.02% | +101+7.3% | 加碼 |
| One Capital Management, LLC | 1,491 | $28.6 萬 | 0.02% | +192+14.8% | 加碼 |
| Brewin Dolphin Wealth Management Ltd | 1,480 | $28.4 萬 | 0.03% | 00.0% | 不變 |
| Concord Wealth Partners | 1,479 | $28.4 萬 | 0.12% | −292−16.5% | 減碼 |
| Bell Bank | 1,480 | $28.4 萬 | 0.04% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 1,478 | $28.4 萬 | 0.04% | +298+25.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,472 | $28.3 萬 | 0.03% | −4,568−75.6% | 減碼 |
| Grimes & Company, Inc. | 1,467 | $28.2 萬 | 0.01% | −798−35.2% | 減碼 |
| Nadler Financial Group, Inc. | 1,469 | $28.2 萬 | 0.05% | +1+0.1% | 加碼 |
| Gerber Kawasaki Wealth & Investment Management | 1,466 | $28.1 萬 | 0.04% | +293+25.0% | 加碼 |
| Hohimer Wealth Management, LLC | 1,458 | $28.0 萬 | 0.06% | 00.0% | 不變 |
| Brown Advisory Securities, LLC | 1,453 | $27.9 萬 | 0.08% | +400+38.0% | 加碼 |
| ERTS Wealth Advisors, LLC | 1,450 | $27.8 萬 | 0.07% | 00.0% | 不變 |
| Winslow Asset Management Inc | 1,445 | $27.7 萬 | 0.05% | 00.0% | 不變 |
| Teza Capital Management LLC | 1,440 | $27.6 萬 | 0.13% | −31,095−95.6% | 減碼 |
| Charter Oak Capital Management, LLC | 1,436 | $27.6 萬 | 0.03% | +2+0.1% | 加碼 |